Paraplanner

Reference: 7836 NB
Consultant: Nine Broodryk

Job Description:

  • Required to provide assistance to all the directors and Financial Planners with any general office duties, from time to time.
  • Managing the client review process;
  • Preparing records of advice;
  • Working with the Financial Planner to develop strategy and recommendations;
  • Implementing advice;
  • Liaising with key stakeholders, clients and external parties including fund managers;
  • Cash flow and performance calculations;
  • Pre-retirement planning calculations;
  • Attendance and note taking in client meetings with planners; and
  • Accurately finalising and collating compliance and advice documents.

Qualifications:

  • Grade 12
  • Regulatory Exam 5
  • Financial Services product knowledge

How to Apply:

  • Email your comprehensive CV to exceedhr@exceed.co.za.
  • If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system.
  • We reserve the right to only conduct interviews with candidates of choice.
  • Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.